Alyssa Hull

Assetmark, INC.

5 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement Planning

Assetmark, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

174 advisors

Number of Clients

410,747 clients

Average Client Portfolio

$188K average

Assets Under Management

$77.4B

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

200 W Madison St, Suite 2200, Chicago, IL, 60606

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Alyssa works full-time as a manager in client success technology for AssetMark, a registered investment advisor. This is an investment-related activity.

Employment History

Current Registrations

Assetmark Brokerage, LLCBroker

November 2020 - Present · 5 yrs 3 mos

Assetmark, INC.

October 2020 - Present · 5 yrs 4 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.